Director Of Relationship Management Jobs

Deliver proactive account management and direct the overall retention strategy of MissionSquare Retirement's Tier 1 clients

Determine client goals and objectives and develop and manage a strategic business plan towards those objectives

Assist clients with adding products and services to fulfill their needs and meet their plan and fiduciary responsibilities

Highly effective communication and presentation skills.

Significant knowledge of investment products, with an emphasis on deferred compensation, and defined contribution plans

Experience managing a sales force, preferred

At least 10 years of experience in a fiduciary management, advisor management, or financial services sales manager role

The Director of Relationship Management (DRM) is a non-producing sales manager role

Experience as a relationship manager or financial advisor

Military service or strong knowledge of military and government benefits a plus

Understand all duties related to the Relationship Manager (RM) role in addition to those outlined in this description

Work closely with VPBD to develop effective business plans for the Relationship Managers (RM), review team activity, and ensure continuous improvement